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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,303 | $72,071-1.1% | $68,368+4.3% | $137,256-48.1% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.8%-44.3pp | 80.0%-50.5pp |
| Annual return | 13.17% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,279 | $4,410-71.0% | $4,123-69.0% | $6,407-80.0% |
| Admin fee / account holder | $963 | $5,336-82.0% | $5,150-81.3% | $12,270-92.2% |